See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,860 | $89,753+15.7% | $107,525-3.4% | $84,808+22.5% |
| Participation rate | 56.3% | 68.1%-11.8pp | 75.1%-18.8pp | 68.3%-12.1pp |
| Annual return | 16.92% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,761 | $3,113-43.5% | $3,754-53.1% | $2,631-33.1% |
| Participant deferral / active EE | $4,998 | $4,056+23.2% | $5,116-2.3% | $4,212+18.7% |
| Admin fee / account holder | $26,945 | $7,222+273.1% | $8,919+202.1% | $7,344+266.9% |